Ashford Advisors

Ashford Advisors as of June 30, 2022

Portfolio Holdings for Ashford Advisors

Ashford Advisors holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 52.3 $149M 394k 379.15
Vanguard Index Fds Total Stk Mkt (VTI) 12.2 $35M 185k 188.62
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 12.0 $34M 675k 50.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.1 $26M 584k 44.66
Vanguard Index Fds Value Etf (VTV) 6.2 $18M 135k 131.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.2 $12M 271k 44.19
Ishares Tr Msci Eafe Etf (EFA) 1.2 $3.3M 53k 62.49
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $3.0M 45k 66.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.2M 4.0k 307.75
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $785k 9.4k 83.84
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $649k 5.5k 118.76
Ishares Tr Russell 3000 Etf (IWV) 0.2 $525k 2.4k 217.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $421k 1.9k 226.34
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $391k 7.7k 50.48
Spdr Ser Tr Hlth Cr Equip (XHE) 0.1 $358k 4.2k 84.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $284k 5.7k 49.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $250k 720.00 347.22